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Woodard & Company Asset Management Group’s JPMorgan Chase JPM Stock Holding History

Woodard & Company Asset Management Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Buy
9,594
+363
+4% +$113K 0.45% 45
2026
Q1 		$2.72M Sell
9,231
-131
-1% -$39.8K 0.43% 44
2025
Q4 		$3.02M Buy
9,362
+726
+8% +$225K 0.48% 37
2025
Q3 		$2.72M Buy
8,636
+504
+6% +$150K 0.44% 36
2025
Q2 		$2.36M Buy
8,132
+346
+4% +$88.3K 0.43% 36
2025
Q1 		$1.91M Buy
7,786
+246
+3% +$62.7K 0.4% 36
2024
Q4 		$1.81M Buy
7,540
+95
+1% +$22.1K 0.39% 34
2024
Q3 		$1.57M Buy
+7,445
New +$1.57M 0.35% 45
2020
Q2 		– Sell
-9,721
Closed -$875K – 94
2020
Q1 		$875K Buy
9,721
+822
+9% +$99.9K 0.63% 26
2019
Q4 		$1.24M Buy
8,899
+591
+7% +$75.8K 0.75% 20
2019
Q3 		$978K Buy
+8,308
New +$940K 0.62% 23
2018
Q4 		– Sell
-7,475
Closed -$842K – 128
2018
Q3 		$842K Buy
7,475
+70
+0.9% +$7.95K 0.76% 13
2018
Q2 		$772K Buy
7,405
+345
+5% +$37.8K 0.75% 15
2018
Q1 		$783K Buy
7,060
+447
+7% +$50.6K 0.77% 14
2017
Q4 		$701K Buy
+6,613
New +$670K 0.61% 22

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Woodard & Company Asset Management Group's JPM Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $113K and bringing the position to 9,594 shares worth $3.14M. The position accounts for 0.45% of the portfolio, ranked #45.

Woodard & Company Asset Management Group first reported a position in JPM in Q4 2017 and has held it in 15 quarters since. 2,350 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Woodard & Company Asset Management Group held 9,594 shares of JPMorgan Chase worth $3.14M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 363 JPMorgan Chase shares in Q2 2026, an estimated $113K.
  • JPMorgan Chase made up 0.45% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #45 holding.
  • Woodard & Company Asset Management Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 15 quarters since.
  • 2,350 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.